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Oracle reported a 21% year-over-year revenue increase and exceeded earnings estimates, but its $55.7 billion capital expenditure—$5.7 billion above guidance—signals a major infrastructure push.
Alphabet is launching its first yen-denominated Samurai bond to fund its $180-190 billion AI-focused capex programme, following recent international bond issuances.
Amazon is preparing its first Swiss franc bond as part of a $37 billion AI-capex push, following similar moves by Alphabet and other tech hyperscalers.
Reddit's Q1 2026 revenue surged 69% to $663 million, beating Wall Street estimates and driving shares up 9%. The company also raised its Q2 guidance and reported only $1 million in capital expenditure, marking a strategic divergence from tech hyperscalers.
Big Tech companies like Microsoft, Alphabet, Meta, and Amazon have demonstrated that AI infrastructure investments are profitable, yet they continue to raise spending levels significantly.
This article explains Tesla's $25 billion capital expenditure plan, examining the financial mechanics of capex, free cash flow implications, and strategic significance for AI development in the automotive industry.
Nvidia reported record quarterly earnings while significantly increasing capital expenditure investments, driven by exponential demand for AI tokens. CEO Jensen Huang highlighted the surge in AI-related demand as the company continues to scale production capacity.
